Neeti Sethi, CA, CFP
PAIA at IFast Global Markets at iFAST Financial India Pvt Ltd- Claim this Profile
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Bio
Anand Devsharma
My wife Bijita and I trust Neeti with our eyes closed not just because of the robust returns she ensures on our investments, making timely interventions to protect against risk as well as to accelerate portfolio growth with remarkable consistency year after year, but for the life changing impact she's had on us through her thoughtful and deep engagement across every dimension that requires monetary planning, which has helped us take critical life decisions with the security of financial assurance and control. We've seen this experience being true for several friends who Neeti supports as well, and just cannot appreciate her credibility and sense of ownership enough.
Puneet Gupta
With her expert advise, Neeti brings a lot of value that has always helped me a lot. I always found her reports very detailed, to the point and actionable. It is always a delight to work with Neeti. I wish her all the best success in future.
Anand Devsharma
My wife Bijita and I trust Neeti with our eyes closed not just because of the robust returns she ensures on our investments, making timely interventions to protect against risk as well as to accelerate portfolio growth with remarkable consistency year after year, but for the life changing impact she's had on us through her thoughtful and deep engagement across every dimension that requires monetary planning, which has helped us take critical life decisions with the security of financial assurance and control. We've seen this experience being true for several friends who Neeti supports as well, and just cannot appreciate her credibility and sense of ownership enough.
Puneet Gupta
With her expert advise, Neeti brings a lot of value that has always helped me a lot. I always found her reports very detailed, to the point and actionable. It is always a delight to work with Neeti. I wish her all the best success in future.
Anand Devsharma
My wife Bijita and I trust Neeti with our eyes closed not just because of the robust returns she ensures on our investments, making timely interventions to protect against risk as well as to accelerate portfolio growth with remarkable consistency year after year, but for the life changing impact she's had on us through her thoughtful and deep engagement across every dimension that requires monetary planning, which has helped us take critical life decisions with the security of financial assurance and control. We've seen this experience being true for several friends who Neeti supports as well, and just cannot appreciate her credibility and sense of ownership enough.
Puneet Gupta
With her expert advise, Neeti brings a lot of value that has always helped me a lot. I always found her reports very detailed, to the point and actionable. It is always a delight to work with Neeti. I wish her all the best success in future.
Anand Devsharma
My wife Bijita and I trust Neeti with our eyes closed not just because of the robust returns she ensures on our investments, making timely interventions to protect against risk as well as to accelerate portfolio growth with remarkable consistency year after year, but for the life changing impact she's had on us through her thoughtful and deep engagement across every dimension that requires monetary planning, which has helped us take critical life decisions with the security of financial assurance and control. We've seen this experience being true for several friends who Neeti supports as well, and just cannot appreciate her credibility and sense of ownership enough.
Puneet Gupta
With her expert advise, Neeti brings a lot of value that has always helped me a lot. I always found her reports very detailed, to the point and actionable. It is always a delight to work with Neeti. I wish her all the best success in future.
Experience
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iFAST Financial India Pvt Ltd
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India
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Financial Services
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1 - 100 Employee
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PAIA at IFast Global Markets
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Sep 2020 - Present
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Acumoney Consulting
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Bangalore
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Founder
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Jan 2013 - Present
At Acumoney, our objective is to make your financial life simpler. We help you visualise important milestones and chalk out a path for you to achieve them. Our aim is to help you channelise your money in the right direction and get you closer to your financial goals. Our services come from years of experience in top global companies and are backed by key financial tools and techniques to help you create quality and comprehensive financial plans based on your specific financial needs and goals. We also help with managing your investments. Show less
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Council of Financial Planners
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Bangalore
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Treasurer and Member, Managing Committee
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Apr 2013 - Oct 2018
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International College Of Financial Planning
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India
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Higher Education
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1 - 100 Employee
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Visiting Faculty
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Jul 2009 - Mar 2013
Visiting Faculty for CFP modules Visiting Faculty for CFP modules
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MoneyCompass Consulting
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Bangalore
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Founder
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Jul 2007 - Dec 2012
MoneyCompass is now rechristened Acumoney Consulting. MoneyCompass is now rechristened Acumoney Consulting.
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IIJT TeamLease
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India
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Education Administration Programs
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300 - 400 Employee
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Visiting Faculty
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Jan 2011 - Jun 2012
Visiting Faculty at IIJT for the CFP Program Visiting Faculty at IIJT for the CFP Program
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Head - Financial Planning
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Jan 2010 - Jun 2010
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The Economic Times
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India
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Technology, Information and Internet
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700 & Above Employee
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Freelance Writer
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Jul 2009 - Jan 2010
Write articles relating to equity markets, personal finance and property Write articles relating to equity markets, personal finance and property
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IIJT TeamLease
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India
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Education Administration Programs
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300 - 400 Employee
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Visiting Faculty
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Jul 2009 - Dec 2009
Visiting faculty at IIJT, Bangalore Visiting faculty at IIJT, Bangalore
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Chapter Director
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Jul 2008 - Dec 2008
Chapter Director of Prosperity chapter of BNI - Pune Chapter Director of Prosperity chapter of BNI - Pune
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Infosys
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India
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IT Services and IT Consulting
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700 & Above Employee
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Finance Consultant
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Mar 2004 - Mar 2007
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ICICI Bank
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India
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Banking
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700 & Above Employee
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Manager
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Nov 2001 - Feb 2004
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Associate
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Jul 1998 - Oct 2001
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Education
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2008 - 2009
Financial Planning Standards Board, India
CFP, Personal Financial Planning -
1999 - 2001
Institute of Chartered Accountants of India
Certification, Chartered Accountant -
1998 - 2000
University of Pune
BCom -
Association of Mutual Funds in India
Certification, Mutual Funds
Community
